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Why Two Heads May Be Better Than One In Estate Planning

Why Two Heads May Be Better Than One In Estate Planning

We rely on our friends, family, and colleagues to help us through life’s challenges.

The people we trust can also be incredibly important when arranging an estate plan. It is critical to appoint a fiduciary to act on your behalf and carry out your wishes should you become incapacitated or pass away. The fiduciary is legally...
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Estate Planning & Administration
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What to Do When a Loved One Dies Abroad

What to Do When a Loved One Dies Abroad

A loved one dying can be extremely disorienting and sad regardless of the situation.

However, if your loved one dies abroad, traveling in a foreign country, you can expect that both the emotional burden and bureaucratic burden will increase exponentially.

What to Do First

Contact the United States Bureau of Consular Affairs. If foreign local authorities report a...
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Account Beneficiaries: Why You Should Review Them Regularly

Account Beneficiaries: Why You Should Review Them Regularly

How your accounts are owned has a big impact on your estate plan.

The main objective is usually to ensure that no accounts and property are in only your name when you die.

When property is owned by only one person, they go into probate upon that person’s death. This is a costly, public, and time-consuming court...
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Who Should You Bring to Your Trust and Estate Administration Meetings?

Who Should You Bring to Your Trust and Estate Administration Meetings?

When a loved one passes, it affects an entire family. However, when it comes to carrying out their wishes, not every family member has an equal say.

In fact, in many cases, only one person—the executor, or personal representative, of the estate—plays a role in administering a will. This role includes gathering the deceased’s accounts and...
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